Essex LLC Schwab Strategic Tr Us Broad M Transaction History
Essex LLC
- $470 Million
- Q4 2024
A detailed history of Essex LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Essex LLC holds 100,336 shares of SCHB stock, worth $2.2 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
100,336
Previous 33,460
199.87%
Holding current value
$2.2 Million
Previous $2.23 Million
2.34%
% of portfolio
0.48%
Previous 0.46%
Shares
13 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$389 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$251 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$223 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$204 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$196 Million19.23% of portfolio